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CRA Financial Services LLC Lowers Position in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)

CRA Financial Services LLC lessened its stake in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Free Report) by 21.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,058 shares of the company’s stock after selling 2,450 shares during […]
Securities Exchange Commission Altfest Lj Co Penserra Capital Management Financial Services Steward Financial Group Cra Financial Services

Castle Rock Wealth Management LLC Acquires 5,590 Shares of Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN)

Castle Rock Wealth Management LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN – Free Report) by 13.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,004 shares of the company’s stock after […]
Company Profile Elmwood Wealth Management Inc Alera Investment Advisors Income Strategies Securities Exchange Commission Castle Rock Wealth Management

Castle Rock Wealth Management LLC Has $2.63 Million Stock Position in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY)

Castle Rock Wealth Management LLC trimmed its stake in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY – Free Report) by 2.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 88,194 shares of the company’s stock after selling 2,491 shares during […]
Continuum Wealth Advisors Exchange Commission Capital Investment Advisory Services Advisory Services Network Castle Rock Wealth Management Power Buffer

CRA Financial Services LLC Has $2.30 Million Stock Holdings in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

CRA Financial Services LLC lessened its holdings in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) by 25.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,782 shares of the company’s stock after selling 22,610 shares during […]
Cra Financial Services Outlook Wealth Advisors Susquehanna International Group Financial Services Jpmorgan Chase Co B Riley Wealth Advisors Inc

CRA Financial Services LLC Makes New $819,000 Investment in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

CRA Financial Services LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 23,940 shares of the company’s stock, valued at approximately $819,000. CRA Financial Services LLC […]
Cra Financial Services Financial Services Exchange Commission Benjaminf Edwards Company Inc Nelson Van Denburg Campbell Wealth Management Group Advisor Group Holdings Inc

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Cedar Brook Financial Partners LLC Sells 6,950 Shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)

Cedar Brook Financial Partners LLC decreased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) by 39.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,830 shares of the company’s stock […]
Advisory Services Network Townsquare Capital Company Profile Exchange Commission Alera Investment Advisors Harbour Investments Inc
Source: wkrb13.com

Cedar Brook Financial Partners LLC Decreases Stock Position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)

Cedar Brook Financial Partners LLC reduced its position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) by 39.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,830 shares of the company’s stock after selling 6,950 shares […]
Townsquare Capital Penserra Capital Management Financial Group Cedar Brook Financial Partners Securities Exchange Commission Money Concepts Capital Corp

AE Wealth Management LLC Has $33.18 Million Stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

AE Wealth Management LLC raised its stake in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 18.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 969,510 shares of the company’s […]
Sunbelt Securities Inc Morgan Stanley Cetera Advisor Networks Exchange Commission Delta Investment Management Ae Wealth Management

Outlook Wealth Advisors LLC Acquires 551 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Outlook Wealth Advisors LLC boosted its holdings in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 1.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 50,929 shares of the company’s stock after purchasing an additional 551 […]
Outlook Wealth Advisors Berkshire Money Management Inc Penserra Capital Management Strategic Blueprint Advisor Group Holdings Inc Sigma Planning Corp

AE Wealth Management LLC Has $33.55 Million Position in Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN)

AE Wealth Management LLC grew its position in Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN – Free Report) by 779.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,059,453 shares of the company’s stock after purchasing an additional 938,933 […]
Securities Exchange Commission Cedar Brook Financial Partners Capital Management Inc Outlook Wealth Advisors Guardian Wealth Advisors Income Strategies

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